Rhs Financial, LLC Schwab Fundamental U S Large C Transaction History
Rhs Financial, LLC
- $172 Million
- Q1 2025
A detailed history of Rhs Financial, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rhs Financial, LLC holds 343,965 shares of FNDX stock, worth $7.85 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
343,965
Previous 395,997
13.14%
Holding current value
$7.85 Million
Previous $9.38 Million
14.25%
% of portfolio
4.67%
Previous 5.01%
Shares
26 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.97 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$138 Million7.44% of portfolio